Robert Paolucci, CEO attends the tenth-annual Barron’s Top Independent Advisors Summit
“ORLANDO, Fla., April 06, 2018 (GLOBE NEWSWIRE) – Robert Paolucci, CEO Principle Wealth Partners, attended the tenth-annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at the JW Marriot in Orlando, FL – March 14-16, 2018.
Many of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s August 28, 2017 issue, were in attendance. This annual ranking is the basis for the Top Independent Advisor’s Summit, and the advisors are chosen based on the volume of assets overseen by the advisors and their teams and the quality of the advisors’ practices. The top 100 independent advisors are comprised of Registered Independent Advisors and Advisors from Independent Broker-Dealers. A total of 400 elite advisors took part in the event.
“I’m extremely proud to have been invited to the Barron’s Top Independent Advisors Summit for the 5th consecutive year” said Robert Paolucci, CEO of Principle Wealth Partners. “This invitation is a testament to our firm’s commitment to providing an exceptional client experience while helping clients achieve their financial objectives.”
This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees conducted workshops led by the Top 100 Independent Financial Advisors that explored current issues of importance ranging from portfolio construction and management to investing in overseas markets, managing risk, technology applications, and client relations.
“Investors today are looking to generate income while protecting their portfolios against downside risk,” said Sterling Shea, Head of Advisory Programs. “These top-tier advisors have clients that depend on them to meet critical financial goals for themselves, their families, their businesses or their institutional funds. Advisors will leave this conference better equipped to do just that.”
Mr. Paolucci was one of the 400 financial advisors who was either selected by Barron’s or their affiliated firm to participate in the event. Associated participating firms included: Advisor Group, Ameriprise Financial, Charles Schwab, Fidelity Investments, LPL Financial Services, Pershing, Raymond James, TD Ameritrade Institutional, and Wells Fargo Financial Network.
For more information about Barron’s conferences, please go to barrons-conferences.com
About Principle Wealth Partners
Principle Wealth Partners is an independent registered investment advisor located in Madison, Connecticut. We provide wealth management and comprehensive financial planning services to individuals, families, and institutions. Our independence empowers us to provide custom-tailored financial solutions that are in the best interests of our clients. With over 70 years of combined experience, and a philosophy rooted in behavioral finance we provide our clients with a holistic, relationship-based approach to wealth management. For more information, please visit wwww.PrincipleWealthPartners.com.
Barron’s (www.barrons.com) is America’s premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors, and financial professionals. With new content available every week in print and every business day online, Barron’s provides readers with a comprehensive review of the market’s recent activity, coupled with in-depth, sophisticated reports on what’s likely to happen in the market in the days and weeks to come. As a result, Barron’s is the financial information source these powerful people rely on for market information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.
The “Barron’s Top 100 Independent Financial Advisors” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor.
Attendees of the Barron’s Conference were comprised of the independent advisors listed in “Top 100 Independent Financial Advisors”, (August 28, 2017) as well as financial advisors who were chosen by Barron’s or their associated firms.”